ASSET STRATEGIES & MANAGEMENT INC

ASSET STRATEGIES & MANAGEMENT INC of CAMPBELL, CA is an SEC-registered investment adviser (CRD 104723). Regulatory assets under management: $61.4M.

Registration

• CRD: 104723
• SEC file number: 801-30085
• Type: Registered investment adviser
• Location: 55 N THIRD ST, STE 201, CAMPBELL, CA, 95008
• Phone: 408-364-9100
• Latest filing: 2012-07-12
• Regulatory AUM: $61.4M
• Non-discretionary AUM: $61.4M
• Clients: 1
• Accounts: 310

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 104723 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search